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Pile of banknotes
From Wealth Management / Private Banking January 6, 2020

What do clients really want from their wealth manager?

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

Daniel Freedman, London & Capital
From Wealth Management / Private Banking December 17, 2019

London & Capital looks to life after founder Freedman

Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning

David Stead, Charities Aid Foundation
From Wealth Management / Business Models December 16, 2019

Philanthropy reaches the parts impact investing cannot reach

Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together

Customer loyalty teaser
From Wealth Management / Business Models November 18, 2019

How wealth managers can build a loyal client base

High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

Benjamin Cavalli, Credit Suisse
From Wealth Management / Private Banking November 1, 2019

Integrated model puts Credit Suisse on front foot in Asia

Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle 

Elisa Trovato web
From Wealth Management / Business Models September 19, 2019

Private View Blog: Private banks must find competitive edge to win over millennials

Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients

Judges
From Wealth Management / Private Banking August 28, 2019

Private banks slowly but surely adapting to digital era

Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

Gian Maria Mossa, Banca Generali
From Wealth Management / Profiles June 27, 2019

Banca Generali’s focus shifts to foreign fields

The Italian bank has enjoyed rapid domestic expansion and now has international targets in mind, says CEO Gian Maria Mossa

Luigi Pigorini, Citi
From Wealth Management / Business Models June 21, 2019

Fintech on Friday: Citi sees no need for warp speed on digital journey

Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing

Yuri Bender web
From Wealth Management / Business Models June 13, 2019

Private View Blog: Will wealth managers find the right mix between talent and technology?

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Extremely low yields have forced investors to move up the risk curve, with assets flowing into emerging market debt and high yield bonds, but what are the prospects for these fixed income segments and what are the main risks?

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